Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,718 | $65,041+11.8% | $90,965-20.1% | $79,858-8.9% |
| Participation rate | 56.0% | 61.6%-5.6pp | 69.0%-13.0pp | 69.6%-13.6pp |
| Annual return | 4.70% | 30.45%-25.7pp | 134.57%-129.9pp | 31.72%-27.0pp |
| Employer contribution / active EE | $219 | $1,247-82.5% | $2,122-89.7% | $2,471-91.2% |
| Participant deferral / active EE | $1,719 | $2,512-31.6% | $3,373-49.0% | $3,740-54.0% |
| Admin fee / account holder | $17,639 | $4,536+288.9% | $5,960+196.0% | $5,306+232.4% |